JRRRX Mutual Fund

NAV$10.19

Returns Overview

3 Months
-2.13%
6 Months
+1.29%
YTD
+6.35%
1 Year
+14.63%
3 Years (annualized)
+3.00%
5 Years (annualized)
+4.13%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRRRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date To 2030 Index(SPTGT30T)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+4.61%
vs Peers
+1.74%

JRRRX Mutual Fund Performance

JRRRX performance across multiple time periods: YTD 6.35%, 1-year 14.63%, 3-year 3.00%, 5-year 4.13%, 10-year 6.03%.

JRRRX returns outperform the peer average of 4.61% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

JRRRX performance comparison shows side-by-side returns with another fund. JRRRX alternatives are available in the Mutual Fund Screener.